TOP 30 Best Michigan estate planning services in Petoskey, Michigan

KorthaseFlinn Insurance & Financial Services is a trusted institution located at 711 West Main Street in Gaylord, Michigan. As Northern Michigan’s leading choice for insurance and financial services, KorthaseFlinn has been serving clients since 1926 with a focus on client trust and superior personal service. With five offices throughout the Midwest, including Boyne City, Petoskey, East Jordan, Gaylord, and Traverse City, KorthaseFlinn provides a variety of personal insurance, employee benefits, and business insurance solutions. What sets KorthaseFlinn apart is their representation of multiple carriers, giving clients a range of options to choose from. Whether you need bodily injury liability coverage, property damage protection, medical payments coverage, uninsured/underinsured motorist damage coverage, or physical damage coverage, KorthaseFlinn has you covered. They also offer rental coverage/loss of use to ensure you have transportation while your vehicle is being repaired.

Graham Real Estate | Bay View is a reputable institution located at 26 Park Avenue in Petoskey, Michigan. Specializing in both real estate and travel services, this agency offers a wide range of options for those looking to buy, sell, or rent properties in the area. With a team of experienced professionals, Graham Real Estate | Bay View provides top-notch customer service and expert guidance to ensure a smooth and successful transaction. Whether you are in the market for a new home or planning a vacation, this institution has you covered with their comprehensive services and personalized approach. Visit Graham Real Estate | Bay View today to experience the difference for yourself.

Jeff Wynder is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. Jeff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. His expertise includes asset management, retirement planning, estate planning, investment strategies, and insurance products. Jeff is dedicated to helping individuals achieve their financial goals and provides personalized advice based on their unique needs. Whether you are a retiree, small business owner, or high net worth client, Jeff Wynder has the knowledge and experience to assist you in managing your assets and planning for the future. Contact Jeff Wynder today for expert financial advice and guidance.

Professional Tax Services is a reputable accounting and finance institution located at 411 Michigan Street in Petoskey, Michigan. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, consulting, and more. We are dedicated to providing our clients with personalized and efficient solutions to their financial needs. Contact us today to schedule an appointment and let us help you navigate the complex world of taxes with ease.

Petoskey Financial Solutions is a reputable finance and insurance agency located at 1231 U.S. 31 in the charming town of Petoskey, Michigan. With a team of experienced professionals, we offer a wide range of financial services and insurance solutions to meet the unique needs of our clients. Whether you are looking to secure your financial future or protect your assets, our experts are here to help you every step of the way. Trust Petoskey Financial Solutions for all your financial and insurance needs.

Petoskey Place is a premier real estate and travel agency located in the heart of Petoskey, Michigan. Our dedicated team of professionals is committed to helping clients find their dream home or plan the perfect vacation getaway. With a prime location at 295 Jackson Street, Petoskey Place offers unparalleled service and expertise in the local real estate market and travel industry. Whether you're looking to buy or sell a property, or book a memorable vacation experience, Petoskey Place is your go-to destination for all your real estate and travel needs.

The Mitt-Inn in Petoskey, MI is a premier real estate and travel agency located at 215 West Mitchell Street. Whether you're looking to buy or sell a property in the beautiful Michigan region, or planning your next vacation getaway, our experienced team is dedicated to providing top-notch service and expertise. With a focus on personalized attention and local knowledge, The Mitt-Inn is your go-to destination for all your real estate and travel needs in Petoskey, Michigan.

Patrick M. Seese Estate Planning Attorney is a trusted law firm located at 3781 Maxwell Road in Petoskey, Michigan, United States. Specializing in estate planning, their team of skilled lawyers provides expert legal advice and services to help individuals protect their assets and ensure their wishes are carried out. With a commitment to personalized attention and professionalism, Patrick M. Seese Estate Planning Attorney is dedicated to helping clients navigate the complexities of estate planning with ease and peace of mind. Contact them today to schedule a consultation and start securing your future.

OsborneKlein - Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a finance institution offering personalized financial planning services. Their team of Ameriprise financial advisors are registered to conduct business in select U.S. states and provide consultations to discuss individual financial goals. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their objectives. Clients can expect to receive tailored advice and recommendations to help them make informed decisions about their finances. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive reliable and trustworthy financial guidance. Additionally, the institution prioritizes privacy and security, adhering to strict rules and regulations to protect their clients' information. If you refer a friend or family member to OsborneKlein, they can expect to hear from the team soon to start working towards their financial goals.

Jeffrey Neill - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a trusted institution specializing in finance. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, Jeffrey Neill offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jeffrey Neill takes the time to understand what's truly important to each individual. With a focus on risk tolerance and investment strategies, clients can feel more confident and in control of their financial life. Schedule a complimentary initial consultation to learn more about how Ameriprise Financial Services, LLC can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information.

Austin Willson - Financial Advisor, Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, United States, offers personalized financial advice to help you prepare for your future goals. With a focus on understanding your unique needs, whether it's saving for college, planning for retirement, or making smart investments, Austin Willson can provide the guidance you need to feel confident and in control of your financial life. Background and qualification information for Austin Willson is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure to ensure transparency in their services.

Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. The institution offers a range of financial services and is staffed by professionals with various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for specific demographics like seniors and military personnel. The professionals at Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC are dedicated to providing high-quality financial advice and services to help clients achieve their financial goals.

OsborneKlein - Ameriprise Financial is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. They offer a range of financial advisory services, including asset management, retirement planning, estate planning, and investment strategies. The advisors at OsborneKlein hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing top-notch financial advice. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, OsborneKlein has advisors with the knowledge and skills to help you achieve your financial goals.

Jackson Hewitt Tax Service is a well-established accounting and finance institution located at 1850 Anderson Road in Petoskey, Michigan, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, filing, or planning, Jackson Hewitt Tax Service is dedicated to helping you navigate through the complexities of the tax system with ease and accuracy. Trust them to handle all your tax needs efficiently and effectively.

Molosky & Co. is a reputable law firm located at 2001 Harbor-Petoskey Road in Petoskey, Michigan. With a team of experienced and dedicated lawyers, we provide top-notch legal services to clients in need of expert advice and representation. Our firm specializes in various areas of law, including personal injury, family law, estate planning, and business law. We are committed to providing personalized and effective legal solutions to help our clients achieve their goals. Contact Molosky & Co. today for professional and reliable legal assistance.

Sonshine Barn Wedding and Event Center is a charming and picturesque venue located at 2838 Wilkinson Road in Gaylord, Michigan. This beautiful property is the perfect setting for weddings, special events, and other celebrations. As a real estate and travel agency, Sonshine Barn offers tours by appointment only. To schedule a visit, simply fill out the form on their website and they will follow up to arrange a convenient time for you. Situated near popular destinations such as Petoskey, Boyne City, Charlevoix, Traverse City, and Treetop Resort & Spa, Sonshine Barn is easily accessible and surrounded by stunning natural beauty. Whether you're planning a wedding or looking for a unique event venue, Sonshine Barn is the ideal choice for your special occasion.

The Geno D'Angelo Group is a reputable real estate agency located at 228 East Mitchell Street in Petoskey, Michigan, United States. They specialize in helping clients sell their homes for the most amount of money in the least amount of time, hassle-free. With their free marketing plan, they can tailor a solution to meet your specific needs. Geno D'Angelo, the founder of the group, is known for his professionalism and expertise in the real estate market. Clients have praised him for his knowledge and guidance throughout the buying and selling process. Each office is independently owned and operated, ensuring personalized service for every client. By creating an account with the Geno D'Angelo Group, you can save properties, receive alerts about new listings, view comparables, and obtain monthly market reports. Contact them today to experience their top-notch service and expertise in the real estate industry.

Klawuhn Law Firm, located at 2115 U.S. 31 North in Petoskey, Michigan, is a reputable law firm specializing in providing expert legal representation. With nearly three decades of experience, our lead attorney has established a solid reputation for professionalism and skill in handling a wide variety of legal cases. We have a thorough understanding of local laws and court procedures, ensuring that our clients receive the best possible guidance and representation. At Klawuhn Law Firm, we are dedicated to fighting for our clients' rights and working tirelessly to achieve the best outcomes for them. If you are facing serious charges such as drunk driving or a potential felony, it is crucial to seek immediate legal assistance. Your next steps could have a lasting impact on your future, so don't hesitate to contact us for expert legal guidance and representation. Trust Klawuhn Law Firm to navigate the legal process and protect your rights effectively.

Harris Law is a reputable law firm located at 410 Petoskey Street in Petoskey, Michigan. Our team of experienced lawyers specialize in various legal areas, including family law, criminal defense, estate planning, and more. We are dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a difficult family matter or need assistance with a criminal case, Harris Law is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Holiday Vacation Rentals is a top-tier real estate and travel agency located at 6789 South Lake Shore Drive in Harbor Springs, Michigan. Since 2005, we have been dedicated to providing our guests with unforgettable vacation experiences by offering unique and well-suited accommodations in northern Michigan. Our extensive selection of rental properties includes cottages, condominiums, cabins, and luxury vacation homes in popular areas such as Harbor Springs, Petoskey, Bay Harbor, Boyne City, Charlevoix, and more. Whether you're looking for a family getaway on Lake Michigan, a golf vacation at Birchwood Farms Golf and Country Club, or a cozy winter retreat near ski resorts like The Highlands at Harbor Springs, Nub’s Nob, or Boyne Mountain, we have the perfect rental for you.

Mary Beth Kur PLLC is a reputable law firm located at 455 Bay Street in Petoskey, Michigan. Specializing in various areas of law, including family law, estate planning, and probate, our team of experienced attorneys is dedicated to providing personalized and compassionate legal services to our clients. Whether you are facing a divorce, need help drafting a will, or require assistance with estate administration, Mary Beth Kur PLLC is here to guide you through the legal process with expertise and care. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Encore Financial Group is a leading finance and insurance agency located at 418 Waukazoo Avenue in Petoskey, Michigan. Our team of experienced professionals is dedicated to providing comprehensive financial services and insurance solutions to meet the unique needs of our clients. Whether you are looking for assistance with retirement planning, investment management, or insurance coverage, Encore Financial Group is here to help. Visit us today to learn more about how we can help you secure your financial future.

Cross Law Firm, PLC is a reputable legal institution located at 2318 Michigan 119 in Petoskey, Michigan, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury cases, family law matters, estate planning, or any other legal issue, our firm is here to help. With a commitment to excellence and a passion for justice, Cross Law Firm, PLC is the trusted choice for all your legal needs. Contact us today to schedule a consultation.

Klepadlo Winnell Nuorala P.C. is a well-respected accounting and finance institution located at 2301 Mitchell Park Drive in Petoskey, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can rely on their expertise and personalized approach to help them achieve their financial goals. Klepadlo Winnell Nuorala P.C. is committed to providing top-notch services to individuals and businesses in the Petoskey area.

Black Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.

Edward Jones - Financial Advisor: Dave Elliott is a reputable financial institution located at 3890 Charlevoix Avenue in Petoskey, Michigan, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their investments and achieve their financial goals. With the expertise and guidance of advisor Dave Elliott, clients can expect personalized financial planning and strategies tailored to their specific needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones is committed to providing top-notch service and support to help you secure a stable financial future.

Edward Jones - Financial Advisor: Diana M Eberhart is a reputable finance institution located at 411 Howard Street in Petoskey, Michigan, United States. Diana M Eberhart is a trusted financial advisor who is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach, Diana provides tailored financial solutions and expert advice to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Diana M Eberhart is committed to providing top-notch financial services and guidance.

Edward Jones - Financial Advisor: Bob Waldvogel, AAMS™ is a reputable financial institution located at 2202 Mitchell Park Drive in Petoskey, Michigan, United States. Specializing in providing personalized financial planning and investment services, Bob Waldvogel, an Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, Edward Jones is dedicated to helping individuals and families secure their financial future.

Stefan J. Scholl, P.C. is a reputable law firm located at 3280 Woods Way in Petoskey, Michigan, United States. Specializing in various legal services, the firm is known for its dedication to providing high-quality representation and personalized attention to each client. With a team of experienced attorneys, Stefan J. Scholl, P.C. offers expertise in a wide range of practice areas, including but not limited to family law, estate planning, real estate law, and business law. Clients can trust in the firm's commitment to achieving favorable outcomes and protecting their best interests. Contact Stefan J. Scholl, P.C. today for reliable legal assistance.

Nelson Forster & Stikovich, PC is a reputable law firm located at 413 Waukazoo Avenue in Petoskey, Michigan. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in areas such as real estate law, estate planning, and business law, the firm is dedicated to providing personalized and effective legal solutions to their clients. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Nelson Forster & Stikovich, PC is here to help. Contact them today to schedule a consultation.